Cloud CRM: How to Optimize Sales, Scale, and Succeed with NetHunt CRM

Originally published December 04, 2024, updated January 27, 2025

Secure, scalable, and simple — check all the benefits of NetHunt cloud CRM.

Customer satisfaction can make or break businesses. That’s why a cloud based CRM is a tool that most companies invest in when it comes to attracting more leads and nurturing them into lifelong customers.

‘But why not go with a traditional on-premises software?’ you’d ask. Well, because a good cloud CRM like NetHunt CRM, feature-rich yet budget-friendly, offers ultimate scalability and industry-standard security that are unachievable with traditional on-premises solutions. Plus, it’s really convenient as you’re not tied to the company’s office tech stack 🙂Without further ado, let’s check out the features and benefits of a cloud CRM and see how easy it is to set up. And yes, we’ll use NetHunt CRM as our example 😉

What is cloud CRM software and how it differs from traditional solutions

A cloud CRM software is a digital solution that centralizes all company’s operations and stores their data in one place, helping businesses keep track of their customer information and interactions online. The beauty of cloud customer relationship management is that teams can access the data from anywhere with the Internet connection, which is especially valuable for global businesses.

So, what’s the key difference between on-premises and cloud based CRM software?

On-premises CRMs need servers and IT support, offering full control but demanding hefty upfront costs.

Cloud based CRM systems, on the other hand, similar to web based CRM software, run on any device, anywhere — no servers, no IT headaches — just a flexible subscription.

5 must-have cloud based CRM features to automate your business

Regardless of your niche, your cloud CRM should include these features to help your business grow and succeed.

#1: Contact management

A cloud CRM with contact management functionality brings all your customer and partner details (phone numbers, emails, social media accounts, etc.) into one accessible cloud hub where you can access them all in the form of neatly organized customer records.

#2: Sales and marketing automation

A web-based CRM visualizes your deal progress. You can create pipelines, track details like deal owners and closing probabilities, and spot bottlenecks.

You can also set up your cloud CRM to send emails, schedule calls, or perform other actions triggered by specific events.

#3: Native integrations

A cloud CRM system is just one of many business tools you can use. And it would be useless without efficient integrations with email, VoIP tools, messengers, and sales apps.

❗ We advise you to choose a cloud CRM with native integrations to ensure data security and avoid reliance on third-party connectors.

#4: Analytics and reporting

Cloud CRM solutions simplify large datasets, helping you track key metrics, measure campaign success, and evaluate sales team performance in real time.

#5: Data security

Along with storing all your client and sales data, cloud CRM services will also ensure data security. Common security measures include data encryption, multi-factor authentication, and role-based access control.

Here is why you should pick NetHunt CRM as your cloud CRM for business success

With dozens of the best cloud CRM solutions on the market, the choice comes down to toolset and cost. NetHunt cloud CRM is best suited for businesses that heavily rely on email marketing or omnichannel communication. Plus, it offers a fast and easy setup so you don’t have to invest in training as you’re already working in your familiar environment.

Here are all the benefits you get with NetHunt cloud CRM 😉

Native Gmail and Google Workspace integration

NetHunt isn’t just a web based CRM. It integrates into the existing software ecosystem you use daily, such as Google Workspace, unifying and centralizing all your business processes.

With NetHunt’s Google Workspace and Gmail integration, you can:

• Connect with Google Chat, Calendar, and other Google Workspace tools for a unified work experience
• Automatically create customer records from email, chats, and calls
• Link emails to CRM records
• Run bulk email campaigns and monitor their performance
• Automate follow-ups with pre-set sequences
• Access CRM records directly from Calendar events
• Attach documents to deals and customer profiles
• Import CRM data into Looker Studio for real-time reports

Multichannel lead nurturing

With NetHunt’s multiple native integrations, tracking all forms of communication is easy. As a CRM in the cloud, NetHunt helps you to:

• Capture and nurture leads coming from emails, website forms, popular social media platforms like Instagram and Facebook, LinkedIn, and messengers
• View the customer data and the history of interactions neatly organized in the Timeline section
• Communicate with all your leads in one place — no need to leave the system
• Set automated multichannel follow-up sequences and outbound sales campaigns

Now let’s talk more about sales automation that NetHunt cloud CRM offers and the freedom that comes with it.

Efficient sales automation

As the best cloud CRM software, NetHunt CRM is all about ultra-customizability and scalability. This means you can build a system that takes into account every tiny detail of your sales strategy and adapts as your business grows.

NetHunt cloud CRM is an ultra-flexible solution that allows you to:

• Use ultra-customizable elements (folders, records, fields, pipelines) to build a workflow that suits your unique business processes
• Create ultra-customizable sales pipelines
• Set up complex automation sequences that activate whenever any field in a record is updated
• Automatically distribute leads among sales managers and assign tasks to your team members based on the deal changes
• Get your deal status automatically updated in the system

Robust and budget-friendly

Ultra-customizable, feature-rich, and budget-friendly. Unlike other cloud CRMs that compromise on functionality and come with high prices, NetHunt cloud CRM offers excellent value without sacrificing essential features. For instance, NetHunt's CRM plan, priced at $48 per user per month, offers similar features to Copper CRM's plan, which costs $69 per user per month.

The best part? We’ve got a free 14-day trial period, so you can decide whether NetHunt cloud CRM is the perfect fit for your business before committing.

Getting started with NetHunt cloud CRM

You can sign up for an account and start using the NetHunt cloud-based CRM within minutes. No hardware configuring is required.

Let’s walk through the initial steps to set up NetHunt CRM and get it ready for your first sales.

1. Create an account by signing up for NetHunt CRM.
2. Download a NetHunt CRM for Gmail extension from the Chrome Web Store. Once installed, head back to your Gmail inbox.
3. Import your data from another CRM or Google Sheets. Don’t worry, you can do it in a few clicks. Just head to the Settings section, click on Import data, and choose the source you want to import it from. If it’s the Google Sheets.you’re importing it from, then you keep in mind that you’ll have to download all your contacts in a CVS file first.

Congrats! Now you can customize your new cloud based CRM system in a way that suits you best.

Here are a few things we recommend you to do first:

• Invite your sales team to the workspace. You can add as many team members as your plan allows. Aside from emails, you need to specify team members’ roles. They will define the data access level and permissions within the cloud based CRM. Once team members accept your invitations, they’ll have full access to NetHunt CRM according to their assigned roles.
• Set up your sales pipeline. There are five default stages (New, Presentation, Negotiating, Won, and Lost), which you can, obviously, change. Add customer details, deal values, and the likelihood of closing. Plus, we advise you to automate the deal assignment process for an organized workflow.
• Integrate your cloud CRM solution with social media platforms, messengers, and other vital tools. Don’t worry, you can do it in a few clicks right within your CRM — no need for third-party integrators.

This might all seem like a maze of confusing steps, and we feel you — working with a new tool requires some time for adjustment. That’s why we’ve got our Help Center and NetHunt Community to make the adjustment process easy. Plus, our support team is always ready to answer your burning questions. You can even get a demo session! 😉

Benefits of cloud CRM software for businesses that want to succeed

If the toolset isn’t enough to convince you to switch from spreadsheets to cloud based CRM software, let’s look at the benefits it can unlock for your business from day one.

Minimal upfront and maintenance costs

With cloud based CRM solutions, you don’t need to invest in hardware or employ IT specialists to maintain on-premises software. It’s instantly ready for use after you set up a business account. The only expense to cover is the monthly subscription. Anyway, most cloud-based CRM platforms offer flexible pricing plans to match the toolset and the number of users you need.

Reliable data security

The CRM hosted solutions take over the server-side security. They encrypt your data and use MFA and other security features to comply with local and international data security regulations. You’ll still need to train your employees, encourage strong passwords, and monitor role-based access, but you won’t have to invest as much time and resources into security as you would with an on-premises solution. To ensure you get the best out of your CRM, you may consider hiring a professional. You can easily hire CRM developer to optimize your system and ensure it meets your business needs.

High flexibility

Cloud CRM services are inherently flexible. As your business grows, you can upgrade your plan to add new users and unlock extra features or data storage. New benefits of cloud based CRM get available instantly, and you only pay for what you use. Meanwhile, on-premises CRM solutions would require lengthy and costly hardware and software upgrades to achieve the same results.

Improved sales performance

Improving customer experience is the core benefit of a CRM on the cloud. Thanks to sales automation and tracking capabilities, cloud based CRM solutions help you boost conversion rates and, in the end, increase sales numbers.

Final thoughts

Cloud CRM solutions come with minimal upfront costs and almost no maintenance. With a quick simple subscription, you get instant scalability, data security, optimized team collaboration, and robust sales automation, all for a small price.

We offer you to start with NetHunt CRM in the cloud. Why? Because it’s budget-friendly and feature-rich. It offers an easy set up and smoothly integrates with tools you already use and love.

Plus, as a cloud-based CRM, NetHunt CRM empowers all your business processes, whether it’s lead nurturing or task management.

Need more proof? See for yourself with a 14-day free trial.

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